Netflix subscriber boom that followed password-sharing crackdown should slow soon, analyst says
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Netflix's recent subscriber growth, driven by a crackdown on password sharing, is expected to slow down soon, according to Moffett Nathanson. Despite the increase in subscribers in the latter half of last year, Netflix has not significantly expanded its overall user base.
March 06, 2025 | 3:30 pm
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Netflix's subscriber growth, fueled by a password-sharing crackdown, is expected to decelerate soon. Despite recent gains, the overall user base hasn't expanded significantly, according to Moffett Nathanson.
The news suggests that while Netflix saw a boost in subscribers due to a crackdown on password sharing, this growth is not sustainable in the long term. The lack of significant expansion in the user base could lead to a neutral impact on the stock price as the market may have already priced in the temporary subscriber increase.
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